Help Scout + Raisely

Create conversations in Help Scout for new online donations in Raisely

Stay ahead of your organization's donor communication with this Raisely-Help Scout integration. Whenever you receive a new online donation through Raisely, it initiates a conversation in Help Scout, allowing you to engage with your donor promptly. This automation saves you time on manual data entry, helping keep your focus on fostering relationships and driving your fundraising efforts.

When this happens...
New Online Donation
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
TriggerInstant
automatically do this!
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
ActionWrite

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Supported triggers and actions

New Campaign
Triggers when a new fundraising campaign is created.
Trigger
Polling
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New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
Try It
- PersonRequired
- Interaction CategoryRequired
- Notes
- Pinned
Action
Write
- CampaignRequired
- ProfileRequired
- AmountRequired
- CurrencyRequired
- Date
Action
Write

- PersonRequired
- TagRequired
Action
Write
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It

- Mailbox
Trigger
Polling
Try It
- Conversation IDRequired
- TextRequired
- User
Action
Write
- First NameRequired
- Last NameRequired
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- CustomerRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- User's EmailRequired
Action
Search
- SubjectRequired
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- Assigned User
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Search or write

- CampaignRequired
Trigger
Instant
Try It
- Campaign
Trigger
Instant
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- CampaignRequired
Trigger
Instant
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- TagRequired
- PersonRequired
Action
Write
- Unsubscribed
Action
Write
- Email AddressRequired
Action
Search
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- SubjectRequired
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- StatusRequired
- Assigned User
- Tag
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Write
- ConversationRequired
- CustomerRequired
- TextRequired
- User
- Create as DraftRequired
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
Action
Search
- NameRequired
Action
Search
- User's EmailRequired
- Date Range StartRequired
- Date Range EndRequired
Action
Search
- User's EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Learn more